Letters by company

Jardine Matheson Holdings Limited

1 letter discussing JARLF. Everything written about it on this site is on its ticker page.

First Eagle Investments Overseas Equity ETF Commentary Overseas Equity ETF repositioned into international stocks viewed as attractively valued while warning that AI infrastructure spending and US asset prices may be difficult to sustain. It favored Samsung, Merck, Richemont, TSMC and FANUC on earnings and durable franchises, while retaining Shell, Imperial Oil, Agnico Eagle, Jardine Matheson and Wheaton through commodity-price pressure. second quarter 2026 AEM $93BCFRHF $122BFANUF $36B